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- Tasks: Manage client portfolios and contribute to investment decisions in a dynamic team.
- Company: Innovative wealth management firm focused on growth and collaboration.
- Benefits: Private medical insurance, life assurance, and flexible work-from-anywhere policy.
- Other info: Join a supportive team that values integrity and excellence while developing your potential.
- Why this job: Kickstart your career in portfolio management with real responsibilities and growth opportunities.
- Qualifications: 3+ years in wealth management, strong communication skills, and relevant qualifications.
The predicted salary is between 40000 - 50000 £ per year.
Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations. You’re an early-career Portfolio Manager. You’ve already built a solid foundation in investment management, supporting high net worth clients and working closely with Portfolio Managers. Now, you’re looking for a role that will challenge you, develop your potential and ambition, and prepare you to take on low complex portfolio management responsibilities. You’re confident, analytical, and client-focused. You enjoy solving complex problems, deepening client relationships, and contributing to a high-performing team that values integrity, collaboration, and excellence.
About the role
Reporting to the Head of the London Office, this is a growth-focused opportunity designed for a Senior Assistant Portfolio Manager or Associate Portfolio Manager ready to transition into a Junior Portfolio Manager role. You’ll work alongside an experienced Portfolio Manager, taking on more responsibility in managing client portfolios, contributing to investment decisions, and supporting client experiences. You’ll be trusted to deliver exceptional service, strengthen relationships with clients and Financial Planners, and support the strategic growth and succession of our business. This role is ideal for someone who wants to take ownership and grow into a future Portfolio Manager.
Accountabilities
- You’ll work alongside an experienced senior portfolio manager managing lower complexity client portfolios, generating revenue, and leading the client experience.
- You’ll be trusted to deliver exceptional service, strengthen relationships with clients and Financial Planners based or allocated to the London office.
- Ensure all portfolios are updated and set up correctly.
Skills and Experience
- 3+ years’ experience in wealth management or investment management, ideally in an Assistant Portfolio Manager or Associate Portfolio Manager role.
- Strong understanding of portfolio management principles and client servicing.
- Completed the Investment Management Certificate (IMC).
- Completed a Level 6 qualification (e.g. via CFA, CISI, IMC) in a relevant field.
- Excellent communication and relationship-building skills.
- High attention to detail and a proactive approach to problem-solving.
- Comfortable working under pressure and managing competing priorities.
- Able to learn and follow processes and work efficiently.
Benefits
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Junior Portfolio Manager employer: atomos wealth
Contact Detail:
atomos wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management space, attend industry events, and engage with professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that Junior Portfolio Manager role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to portfolio management. We recommend doing mock interviews with friends or mentors to boost your confidence. Remember, showcasing your analytical skills and client-focused mindset is key!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It shows initiative and keeps you fresh in their minds, which can make all the difference.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it gives us a chance to see your application in the best light possible. Let’s get you that Junior Portfolio Manager position!
We think you need these skills to ace Junior Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in investment management and any relevant qualifications like the IMC or CFA. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the Junior Portfolio Manager role and how your analytical skills and client-focused approach make you a great fit. Let us know what drives your ambition!
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled complex problems in previous roles. We love candidates who can think critically and come up with innovative solutions, so don’t hold back on sharing your experiences!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at atomos wealth
✨Know Your Portfolio Management Basics
Brush up on your understanding of portfolio management principles. Be ready to discuss how you've applied these in your previous roles, especially when supporting high net worth clients. This shows you’re not just knowledgeable but also practical.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships. Highlight specific instances where your communication skills made a difference. This is crucial as the role emphasises client-focused service.
✨Demonstrate Problem-Solving Abilities
Think of complex problems you've solved in past roles and be ready to share these stories. The interviewers will want to see your analytical skills in action, so make sure you can articulate your thought process clearly.
✨Align with Company Values
Research the company’s values around integrity, collaboration, and excellence. Be prepared to discuss how your personal values align with theirs and how you can contribute to a high-performing team culture.